What is an Opportunity Zone Fund?

An Opportunity Zone Fund is a new investment vehicle created as part of the Tax Cuts and Jobs Act of 2017 to incentivize investment in targeted communities called Opportunity Zones.

What are Opportunity Zones?

Opportunity Zones are census tracts designated by state and federal governments targeted for economic development. View Searchable Zone Map

Why invest in Opportunity Zone Funds?

Opportunity Funds allow investors to defer federal taxes on any recent capital gains until December 31, 2026, reduce that tax payment by up to 15%, and pay as little as zero taxes on potential profits from an Opportunity Fund if the fund is held for 10 years.

How does Opportunity Zone Fund investing work?

An investor who has triggered a capital gain by selling an asset like stocks or real estate can receive special tax benefits if they roll that gain into an Opportunity Fund within 180 days. There are three primary advantages to rolling over a capital gain into an Opportunity Zone Fund:

1 Defer

the payment of your capital gains until Dec 31, 2026.

2 Reduce

the tax you owe by up to 15% after 7 years.

3 Pay zero

tax on gains earned from the Opportunity Zone Fund.

Learn more about the assumptions in this section, or view our full disclosure.

Introducing the Sortis Opportunity Zone Fund I

The Sortis Opportunity Zone Fund intends to focus on investing in high-quality real estate and business investments with long-term growth potential. We’re taking an opportunistic approach to investing and applying it to this exciting new way to invest.

A compelling new tax-advantaged investment

If you’re planning to realize a sizable capital gain in the near future, or are simply interested in harvesting a portion of an existing unrealized capital gain, Opportunity Zone Funds are one of the most exciting investment developments in recent history. Send us a note below and one of our fund managers will contact you with more detailed information about our opportunity zone business plan.

Send us a note below and one of our fund managers will contact you with more detailed information about our opportunity zone business plan. Or you may invest right now using our online subscription interface

Make Contact Invest Now

Contact Us

Connect with us

Preferred Method of Contact

As of July 2, 2018, there is uncertainty regarding the Opportunity Zone program, as the US Department of the Treasury has not released final guidance on many of the questions left open by the Tax Cuts and Jobs Act of 2017. These open questions include, but are not limited to: (a) what kinds of gains, other than capital gains, if any, can be properly rolled into an Opportunity Fund, (b) how much time an opportunity fund will have to deploy the capital it has raised, (c) tax treatment of gains in an opportunity fund pass-through partnership, etc. Accordingly, the foregoing discussion of the various aspects of the Opportunity Zone program is based upon positions that we believe to be reasonable given the statute as currently written, draft regulations, and prior Treasury and IRS precedent; however, there can be no assurance that the forgoing discussion will ultimately prove to be correct as Treasury begins issuing guidance and regulations on the Opportunity Zone program. Given such uncertainty, each prospective investor should consult with their personal tax advisors before making any investment into an opportunity fund, including the Sortis Opportunity Zone Fund.

By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Sortis nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Sortis nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Sortis is not a registered broker, dealer, investment advisor, investment manager or registered funding portal. The securities offerings on this site are available only to "Accredited Investors" – generally, natural persons must have a net worth of over $1 million (exclusive of residence) or income in excess of $200,000 individually or $300,000 jointly with a spouse. The securities are offered in reliance on an exemption from the registration requirements of the Securities Act of 1933, as amended, and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. Neither the Securities and Exchange Commission nor any state regulator has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials. The securities are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities. Investing in securities involves risk, and investors should be able to bear the loss of their entire investment. All investors should make their own determination of whether or not to make any investment, based on their own independent evaluation and analysis.

© 2018 Sortis Financial. All Rights Reserved.

Submit this signed NDA and The Sortis Opportunity Zone Fund I Pipeline PDF will be emailed to you.

Non Disclosure Agreement

This Nondisclosure Agreement (the “Agreement”) is made and entered into as of , by and between Sortis Opportunity Zone Fund I, LLC, a Delaware limited liability company (the “Company”) and the undersigned party (the “Recipient”) (collectively, the “Parties”).

The Parties hereby agree as follows:

1. For purposes of this Agreement, "Confidential Information" means any and all non-public information the Company has disclosed or may disclose to the Recipient, including but not limited to information related to confidential documents requested by Recipient related to a possible investment in the Company.

2. The Recipient agrees (i) not to disclose any Confidential Information or any information derived therefrom to any third person, (ii) to keep the Company’s Confidential Information confidential and take all the reasonable precautions to protect the confidentiality of such Confidential Information with the same degree of care with which it protects the confidentiality of its own confidential information, but in no event with less than a reasonable degree of care, and (iii) not to use any Confidential Information for any purpose whatsoever except the consideration of an investment with the Company.

3. All right, title, and interest in and to the Confidential Information shall remain with Company. Nothing in this Agreement is intended to grant any rights to Recipient under any patents, copyrights, trademarks, or trade secrets of Company.

4. The validity, construction and enforceability of this Agreement shall be governed in all respects by the law of the State of Delaware. This Agreement may not be amended except in writing signed by a duly authorized representative of the respective Parties. This Agreement shall control in the event of a conflict with any other agreement between the Parties with respect to the subject matter hereof. The failure of either party to enforce its rights under this Agreement at any time for any period shall not be construed as a waiver of such rights.

IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first above written.